Events

Improve Client Meetings with ClientWorks Tools

For administrative staff: A great client meeting is essential to the success of a practice. Discover how you can help your advisors enhance their client meetings by leveraging tools like Client Reporting, ClientWorks CRM, the new Meeting Manager, and Client Goals. Whether client meetings take place virtually or in person, these tools can streamline meeting prep, the meeting itself, and meeting follow-up. We'll share tips and best practices from subject-matter experts and success stories from your peers.